Events

Thank you for your RSVP to attend our first quarter webinar on "2023 Market Review with Fidelity Investments ". The Zoom Webinar link is below and the passcode is 2024. We will start promptly at 5:30pm pst. If you have any questions please feel free to contact me! Look forward to seeing you there!! https://cetera.zoom.us/j/95943941536?pwd=cmVpZ2VGNU9rQWIxWXFYcm1GWTVEQT09

Thank you for your RSVP to attend our webinar "Third Quarter Market Update with Russell Investments". The Zoom Webinar link is listed below, and the passcode is 2023. We will start promptly at 5:30pm PST. If you have any questions, please feel free to contact me. We look forward to seeing you there! https://cetera.zoom.us/j/98924327106?pwd=dmFEZUxYdWV1MkNLbEhjVFlVVGdYUT09

Thank you for your RSVP to attend our webinar "Understanding Medicare: The ins and outs of Medicare coverage." The Zoom Webinar link is listed below, and the passcode is 2023. We will start promptly at 5:30pm PST. If you have any questions, please feel free to contact me. We look forward to seeing you there! https://cetera.zoom.us/j/96599810236?pwd=NXN6OU1ZM01DWUtyMW1TVnJPdVZDQT09

Thank you for your RSVP to attend our webinar "Second Quarter Market Update with Fidelity Investments". The Zoom Webinar link is listed below and the passcode is 2023. We will start promptly at 5:30pm PST. If you have any questions, please feel free to contact me. We look forward to seeing you there! https://cetera.zoom.us/j/94026437181?pwd=Y2NqWjI2Wm9YTnJ0N1NFeDBoanpGQT09

Thank you for your RSVP to attend our webinar "Understanding Social Security decisions: optimizing your benefits." The Zoom Webinar link is listed below, and the passcode is 2023. We will start promptly at 5:30pm PST. If you have any questions, please feel free to contact me. We look forward to seeing you there! https://cetera.zoom.us/j/91224231295?pwd=SUhMNnhGKzFnSlZ3aXhFTEZacHVhQT09

Thank you for your RSVP to attend our webinar "Retire on Purpose: Living the life you want." The Zoom Webinar link is listed below and the passcode is 2023. We will start promptly at 5:30pm PST. If you have any questions, please feel free to contact me. We look forward to seeing you there! https://cetera.zoom.us/j/94734058130?pwd=N3d6elYyQ3gyY0cyWFFpY3FNMzY0UT09

Thank you for your RSVP to attend our second quarter webinar "Guide to the Markets with JP Morgan Asset Management". The Zoom Webinar link is listed below, and the passcode is 2023. We will start promptly at 5:30pm PST. If you have any questions, please feel free to contact me. We look forward to seeing you there! https://cetera.zoom.us/j/91551792396?pwd=VEV6SXlQN0pvSSsrM3c0UUUrSzFDdz09

Thank you for your RSVP to attend our first quarter webinar on "PERS Retirement Seminar & Essentials For Retirement Planning". We will start promptly at 5:30pm PST. If you have any questions please feel free to contact me! Look forward to seeing you there!!

Thank you for your RSVP to attend our first quarter webinar on "A fresh perspective on the Markets in 2023". The Zoom Webinar link is below and the passcode is 2023. We will start promptly at 5:30pm pst. If you have any questions please feel free to contact me! Look forward to seeing you there!! https://cetera.zoom.us/j/97799629286?pwd=ckg5YUl5elUzWDY1VDR6dXFWWHBhQT09

Thank you for your RSVP to attend our first quarter webinar on "A fresh perspective on the Markets in 2023". The Zoom Webinar link is below and the passcode is 2023. We will start promptly at 5:30pm pst. If you have any questions please feel free to contact me! Look forward to seeing you there!! https://cetera.zoom.us/j/97799629286?pwd=ckg5YUl5elUzWDY1VDR6dXFWWHBhQT09

Thank you for your RSVP to attend our Grand Opening event for our new office. feel free to stop by anytime Sept. 21 and 22nd between 9am and 5pm. The whole family is welcome to attend or anyone else you feel should meet me. when you rsvp, please let me know how many will attend with you! look forward to sharing our new office with you